Clint Snead, Cfa Email and Phone Number
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Clint Snead, Cfa personal email
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The world is under a constant rate of change and the pace of innovation is not slowing but is expected to increase in the next few decades. Is the advice you want aligned to help you navigate these risks and opportunities? Financial counsel from a stewardship perspective should help you make the necessary adjustments and avoid potential conflicts of interest. Let’s face it, every single decision we make will impact our future destiny. As an independent registered investment advisor, I have a fiduciary responsibility to each client. I understand how each wealth planning decision will impact their life.Best ways I can help▪️Wealth Planning - a comprehensive plan should adapt as your life changes and should serve as the blueprint to build upon. For more information, please see our 10 Wealth Planning Areas (link)▪️Asset Management - clients appreciate our approach to help spread risk and improve their diversification by looking beyond just the traditional stock and bond markets. (link)▪️Alternative Investing - investing away from traditional asset classes has a different set of risks and return profiles, we take the time that busy professionals don’t have to complete the necessary research and due-diligence to uncover the right mix of alternatives. (link)▪️Legacy Planning - it is one thing to pick the next individual to receive your estate and another to ensure that they are prepared and ready to handle the role as a steward.▪️Self Directed IRA & Small Business Retirement Plan Consulting - to help you navigate the regulatory requirements to diversify your tax deferred accounts into alternative investments.Read more: http://www.boxfinancial.com/blog
Box Financial Advisors
View- Website:
- boxfinancial.com
- Employees:
- 4
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PresidentBox Financial Advisors Jul 2020 - PresentDallas-Fort Worth Metroplex -
Chief Compliance Officer & Chief AnalystBox Financial Advisors Jul 2014 - Jul 2020Grapevine, TexasBox Financial Advisors is a registered investment advisor located in Grapevine, Texas. I am privileged to assist the firm in providing comprehensive wealth planning and researching investment alternatives for client portfolios. Our goal is to provide time tested principles that are guided by stewardship counsel. -
Account ExecutiveFidelity Investments May 2009 - Jun 2014Irving, TexasOversee a portfolio of ~ $500 Million in high network clients assets and local centers of influence. Educate clients with various portfolio, tax, or estate risks and find creative solutions to build and retain client assets. -
Various Financial Planning RolesFidelity Investments Jul 2000 - May 2009Gained further experience in detailed financial planning. -
Financial RepresentativeBbva Compass Bank Jan 1998 - Jan 2000Assisted retail and commercial clients with banking and credit solutions.
Clint Snead, Cfa Skills
Clint Snead, Cfa Education Details
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Finance: Investment Specialization, Financial Consulting -
Finance & Business Economics
Frequently Asked Questions about Clint Snead, Cfa
What company does Clint Snead, Cfa work for?
Clint Snead, Cfa works for Box Financial Advisors
What is Clint Snead, Cfa's role at the current company?
Clint Snead, Cfa's current role is Stewardship Wealth Planning, Asset Management, & Alternative Investment Consulting.
What is Clint Snead, Cfa's email address?
Clint Snead, Cfa's email address is cl****@****hoo.com
What is Clint Snead, Cfa's direct phone number?
Clint Snead, Cfa's direct phone number is +197224*****
What schools did Clint Snead, Cfa attend?
Clint Snead, Cfa attended Southern Methodist University - Cox School Of Business, Texas Tech University - Rawls College Of Business.
What are some of Clint Snead, Cfa's interests?
Clint Snead, Cfa has interest in Guitar, Social Services, Fly Fishing, Skiing, Investing, Leadership Development, Reading, Woodworking.
What skills is Clint Snead, Cfa known for?
Clint Snead, Cfa has skills like Investments, Portfolio Management, Strategic Financial Planning, Financial Analysis, Private Equity, Investment Portfolio, Private Placements, Holistic Financial Planning, Estate Planning, Charitable Gift Planning, Alternative Investments, Personal Tax Planning.
Who are Clint Snead, Cfa's colleagues?
Clint Snead, Cfa's colleagues are Joby Raymond.
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